Business
Iran War: US Launches Strikes as Trump Rejects Easing Sanctions | Daybreak Europe 05/28/2026
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.
Stocks and bonds fell while oil climbed after the US carried out airstrikes on an Iranian military site and imposed new sanctions to prevent Tehran from profiting from vessels transiting the Strait of Hormuz, highlighting the fragility of recent diplomatic momentum.
Salesforce gave a revenue outlook for the current period that fell just short of analysts’ estimates, unnerving investors already concerned about the possibility that artificial intelligence will disrupt the software business.
Plus, Snowflake shares jumped almost 30% in late trading after the software maker gave a stronger-than-expected annual outlook and signed a $6 billion multiyear agreement to use Amazon’s cloud services and chips.
Today’s guest: Trevor Charsley, Corpay, Senior Technical Strategist.
Chapters:
00:00:00 – Daybreak Europe
00:00:54 – Stocks Slip on New Iran Strikes
00:03:05 – Trump Threatens to ‘Blow Up’ Oman
00:11:40 – Snowflake Jumps 30% on Sales Outlook, $6 Billion Amazon Deal
00:15:09 – Yardeni: Earnings Drive Rally, Watch Pullback
00:18:46 – Oil Rises on Iran Strikes, Stocks Drop With Bonds
00:22:46 – ECB’s Guindos: Inflation Expectations Well Anchored
00:26:42 – Cook: Risks Tilted Toward Higher Inflation
00:30:04 – US Strikes Iran Targets as Trump Vows to ‘Watch Over’ Hormuz
00:33:29 – Trevor Charsley, Corpay, Senior Technical Strategist
00:41:02 – Former UK Prime Minister Tony Blair Criticizes Labour Party
00:43:44 – Blair Argues Labour Has no Coherent Plan for UK
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Business
Ukraine Seeks Faster Patriot Production
Axios defense reporter Colin Demarest says President Donald Trump’s proposal to let Ukraine produce Patriot interceptors faces significant manufacturing, licensing and technology hurdles, making it unlikely to address Kyiv’s immediate air defense needs. He says shortages of advanced interceptors continue to raise broader questions about defense industrial capacity, while Ukraine’s rapid innovation in drones is reshaping how allies think about modern warfare.
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Business
Paramount-Warner Bros. Deal Challenged by California, States
A group of 12 states sued Paramount Skydance Corp. Monday seeking to block its $110 billion bid to buy Warner Bros. Discovery Inc., alleging the blockbuster Hollywood deal would leave viewers with higher prices and fewer choices for movies and television. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst for Antitrust joins Bloomberg Businessweek Daily to discuss.
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Business
Makary on FDA’s rollback of hormone replacement therapy warnings #shorts #fda #hrt #womenshealth
Dr. Marty Makary, former FDA Commissioner, explains the decision behind the FDA’s rollback of long-standing warnings on hormone replacement therapy. On Wall Street Week we look at the $360 billion women’s health market, Wall Street’s investment in menopause and the challenges of distinguishing evidence-based care from marketing hype https://bloom.bg/3EMZYZX
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Business
Maine Democrats Face Tight Senate Deadline
Bloomberg’s Boston Bureau Chief Brooke Sutherland says Maine Democrats are racing to choose a new Senate nominee after Graham Platner withdrew, leaving the party with little time to unify behind a replacement in a race viewed as critical to control of the Senate. She says party leaders face pressure over the candidate vetting process as delegates prepare to select a nominee from a crowded field ahead of the filing deadline.
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Business
AI May Not Solve Demographic Decline
Martha Gimbel, executive director and cofounder of the Budget Lab at Yale University, says artificial intelligence is unlikely to offset the economic challenges of an aging population, arguing the US is confronting two major transitions at the same time rather than one solving the other. She says AI could improve productivity in some areas, particularly by helping caregivers with physically demanding tasks, but questions whether consumers will embrace automation in roles where human interaction remains essential.
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